Who Owns iShares ESG Aware 60/40 Balanced Allocation ETF (EAOR)?Hedge Fund & Institutional Holders

$35.22+0.30 (+0.85%)Financial ServicesBATS

Institutional Holders

18

as of Q4 2025

Total Institutional Value

$1.0000005780002471e+54T

% of Float Held

—

QoQ Change in Holders

+10 / -2

Price History

$28.94$30.85$32.75$34.66$36.56Sep 24Jun 25Mar 26

EAOR — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
RAYMOND JAMES FINANCIAL INCNew Position+55K+$1.0B
Bond & Devick Financial Network, Inc.New Position+16K+$578.0M
LODESTAR PRIVATE ASSET MANAGEMENT LLCNew Position+7K+$247.0M
Westmount Partners, LLCIncreased+209+$7.9M
CoreCap Advisors, LLCNew Position+104+$3.0M
AdvisorNet Financial, IncIncreased+40+$2.8M
Cardinal Point Capital Management ULCNew Position+62K+$2.2M
Sequoia Financial Advisors, LLCNew Position+6K+$226K
Godfrey Financial Associates, Inc.New Position+2K+$65K
Birchwood Financial Partners, Inc.New Position+848+$29K
Mascoma Wealth Management LLCNew Position+295+$10K
IMA Advisory Services, Inc.Increased+56+$2K
SUSQUEHANNA INTERNATIONAL GROUP, LLPNew Position+11K+$0
Parallel Advisors, LLCIncreased+2+$-26.9M
OSAIC HOLDINGS, INC.Increased+2K+$-38.1M

EAOR — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
CITADEL ADVISORS LLCDecreased-11K-$613.4M
UBS Group AGClosed Position-273-$9.6M
Richard Bernstein Advisors LLCDecreased-17-$1.7M
MORGAN STANLEYClosed Position-1-$0

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1RAYMOND JAMES FINANCIAL INC54,831$1.0B0.31%Share
2Bond & Devick Financial Network, Inc.16,369$578.0M0.16%Share
3LODESTAR PRIVATE ASSET MANAGEMENT LLC6,991$247.0M0.02%Share
4Westmount Partners, LLC6,017$212.0M0.05%Share
5AdvisorNet Financial, Inc5,818$205.0M0.01%Share
6Richard Bernstein Advisors LLC4,206$148.0M0.00%Share
7Triumph Capital Management86$3.0M0.00%Share
8CoreCap Advisors, LLC104$3.0M0.00%Share
9Cardinal Point Capital Management ULC61,660$2.2M0.00%Share
10Sequoia Financial Advisors, LLC6,414$226K0.00%Share
11IMA Advisory Services, Inc.1,886$66K0.01%Share
12Godfrey Financial Associates, Inc.1,859$65K0.06%Share
13Birchwood Financial Partners, Inc.848$29K0.03%Share
14Mascoma Wealth Management LLC295$10K0.00%Share
15OSAIC HOLDINGS, INC.2,887$00.00%Share
16CITADEL ADVISORS LLC6,407$00.00%Share
17SUSQUEHANNA INTERNATIONAL GROUP, LLP10,788$00.00%Share
18Parallel Advisors, LLC770$00.00%Share

EAOR Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202518$2.4B+8
Q3 202510$1.2B+1
Q2 20259$583.6M-4
Q1 202513$2.0B-3
Q4 202416$1.6T+1
Q3 202415$562.2B+3
Q2 202412$22.8B+4
Q1 20248$692.2M—

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As of Q4 2025, 18 institutional investors hold EAOR (iShares ESG Aware 60/40 Balanced Allocation ETF). The largest holder is RAYMOND JAMES FINANCIAL INC with $1.0B in shares. This quarter, 10 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own EAOR?

As of Q4 2025, 18 institutional investors report holding EAOR (iShares ESG Aware 60/40 Balanced Allocation ETF) in their 13F filings.

Who is the largest institutional holder of EAOR?

The largest institutional holder of EAOR is RAYMOND JAMES FINANCIAL INC with $1.0B in shares.

Is institutional ownership of EAOR increasing or decreasing?

This quarter, 10 institutions opened new positions in EAOR and 2 closed their positions.